Graypoint LLC

CIK: 0001794198SEC EDGAR →

Portfolio Value

$1.8T

Holdings

526

As of

Q2 2025

New Positions

44

Closed Positions

24

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES CORE S&P 500 ETF

215,939$134.1B
7.54%
2

ISHARES RUSSELL 1000 GROWTH ETF

188,271$79.9B
4.50%
3

NVIDIA CORPORATION COM

398,912$63.0B
3.55%
4

SPDR S&P 500 ETF TRUST

101,761$62.9B
3.54%
5

TECHNOLOGY SELECT SECTOR SPDR FUND

243,544$61.7B
3.47%
6

ISHARES RUSSELL 1000 VALUE ETF

235,430$45.7B
2.57%
7

MICROSOFT CORP COM

89,961$44.7B
2.52%
8

APPLE INC COM

198,083$40.6B
2.29%
9

ISHARES CORE S&P MID-CAP ETF

654,440$40.6B
2.28%
10

VANGUARD TOTAL STOCK MARKET ETF

106,440$32.4B
1.82%

Quarterly Changes

Top Buys

XLK↑ Increased
$24.4B
MAGSNEW
$23.3B
IVV↑ Increased
$14.9B
MSFT↑ Increased
$12.7B
AVGO↑ Increased
$6.5B

Top Sells

NVDA↓ Decreased
$19.5B
RSPTCLOSED
$14.2B
IJR↓ Decreased
$11.5B
IWF↓ Decreased
$10.5B
VOOG↓ Decreased
$8.1B

New Positions (44)

$23.3B · 420K shares
$3.9B · 78K shares
$901.8M · 14K shares
$608.8M · 11K shares
$602.8M · 1K shares
$444.6M · 20K shares
$443.8M · 1K shares
$437.3M · 17K shares
$406.5M · 2K shares
$402.3M · 9K shares
$347.1M · 742 shares
$343.8M · 1K shares
$330.6M · 4K shares
$310.9M · 2K shares
$310.2M · 5K shares
$303.8M · 2K shares
$299.3M · 390 shares
$290.3M · 11K shares
$269.1M · 2K shares
$267.7M · 2K shares
$258.4M · 767 shares
$251.8M · 4K shares
$242.4M · 8K shares
$241.7M · 1K shares
$240.8M · 3K shares
$235.3M · 1K shares
$226.3M · 14K shares
$214.7M · 2K shares
$214.2M · 6K shares
$208.8M · 1K shares
$207.5M · 1K shares
$206.6M · 1K shares
$206.0M · 1K shares
$204.0M · 582 shares
$203.0M · 4K shares
$202.7M · 2K shares
$200.0M · 2K shares
$171.9M · 20K shares
$163.3M · 28K shares
$108.4M · 10K shares
$104.8M · 12K shares
$101.3M · 10K shares
$28.6M · 14K shares
$25.6M · 53K shares

Closed Positions (24)

$14.2B · 414K shares
$1.2B · 68K shares
$461.5M · 5K shares
$433.9M · 2K shares
$397.4M · 2K shares
$332.1M · 8K shares
$305.7M · 4K shares
$288.7M · 4K shares
$260.5M · 2K shares
$250.0M · 1K shares
$246.9M · 31K shares
$244.4M · 3K shares
$236.5M · 7K shares
$234.9M · 5K shares
$232.8M · 2K shares
$227.9M · 2K shares
$224.7M · 3K shares
$211.6M · 574 shares
$205.7M · 1K shares
$203.7M · 7K shares
$143.2M · 13K shares
$112.5M · 12K shares
$98.4M · 10K shares
$5.6M · 118 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services192$1.2T66.2%
Technology70$268.0B15.1%
Unknown36$58.2B3.3%
Consumer Cyclical38$52.9B3.0%
Healthcare42$52.9B3.0%
Communication Services18$51.3B2.9%
Industrials50$49.5B2.8%
Consumer Defensive19$28.3B1.6%
Energy17$17.0B1.0%
Utilities20$8.7B0.5%
Real Estate14$7.8B0.4%
Basic Materials10$6.3B0.4%